安泰科：本周硅片价格涨幅明显 月底前有望延续向好走势

Core Viewpoint - The silicon wafer prices have shown a significant increase this week, driven by supply contraction, recovering demand, and rising costs, with expectations for continued positive trends in the market by the end of the month [1][2] Group 1: Price Trends - The average transaction price for N-type G10L monocrystalline silicon wafers (182183.75mm/130μm) increased by 2.56% week-on-week to 1.2 yuan per piece [1] - The average transaction price for N-type G12R monocrystalline silicon wafers (182210mm/130μm) rose by 9.17% week-on-week to 1.31 yuan per piece [1] - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) increased by 1.33% week-on-week to 1.52 yuan per piece [1] Group 2: Production and Demand Dynamics - Major silicon wafer companies are implementing production cuts, with an expected decrease of about 5% in December production compared to November [2] - The sentiment of holding back sales has increased among most companies, with low-price selling almost disappearing [2] - The mainstream price for battery cells has risen to 0.31-0.33 yuan/W, reflecting a 10.3% increase week-on-week, while module prices remained stable at 0.66-0.68 yuan/W [1] Group 3: Market Conditions - The price of polysilicon has also increased, with transaction prices rising by 1-2 yuan per kilogram, contributing to a cost increase of 0.05 yuan per piece for silicon wafers [2] - The 210R silicon wafer saw a significant price increase of 9.17%, attributed to previous price declines and increased procurement demand from leading battery companies [2] - Despite the price increases, overall transaction volumes remain limited due to cautious procurement strategies in the market [2]